Senior Financial Planning Analyst

Chesapeake Search Partners

is seeking a Senior Financial Planning \& Analysis Specialist to join our client in Rockville, MD. This role plays a key part in driving financial visibility, forecasting, and strategic decision support across a multi-entity organization.

The position partners closely with the CFO and business leaders across the organization to lead budgeting, forecasting, long-range planning, and financial modeling efforts. This individual will also help translate financial results into clear insights that support decision-making across operations, sales, and corporate functions.

This is a highly analytical and business-facing FP\&A role focused on improving forecasting accuracy, enhancing reporting, and supporting both organic growth and acquisition-related initiatives.

Key Responsibilities:

• Lead annual budgeting, forecasting, and long-range planning processes
• Build and maintain financial models, including driver-based forecasting and scenario analysis
• Analyze key business drivers including revenue, margin, expenses, headcount, and cash flow
• Deliver monthly and quarterly reporting packages with variance analysis and insights
• Develop dashboards and KPI reporting using Excel, Power BI, or similar tools
• Partner with business leaders on pricing, headcount, cost structure, and investment decisions
• Support evaluation of new initiatives and M\&A opportunities through financial modeling
• Assist with integration of acquired entities into financial planning and reporting
• Improve FP\&A processes, tools, and reporting automation

Qualifications:

• 5–8\+ years of FP\&A or corporate finance experience
• Strong financial modeling and analytical skills
• Advanced Excel required; Power BI or similar tools preferred
• Strong communication skills and ability to partner with senior stakeholders
• Experience in multi-entity, high-growth, or PE-backed environments a plus
• Exposure to ERP or FP\&A systems preferred
• Bachelor’s degree in Finance, Accounting, Economics, or related field